See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,491 | $210,648-8.6% | $177,989+8.1% | $145,922+31.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.24% | 385.86%-375.6pp | 294.48%-284.2pp | 561.29%-551.0pp |
| Employer contribution / active EE | $8,279 | $4,565+81.4% | $3,949+109.7% | $4,660+77.7% |
| Participant deferral / active EE | $7,890 | $6,958+13.4% | $6,276+25.7% | $6,688+18.0% |
| Admin fee / account holder | $2,290 | $12,013-80.9% | $10,363-77.9% | $13,397-82.9% |